Business Development Associate

Job not on LinkedIn

🔥 12 hours ago

🇺🇸 United States – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Business Development (BDR)

🚫👨‍🎓 No degree required

Where this job comes from

Posted on iServe Residential Lending, LLC NMLS #2914's careers page, not through a job board

First seen by Remote Rocketship 12 hours ago

Still open on iServe Residential Lending, LLC NMLS #2914's site. Checked 1 hour ago.

Logo of iServe Residential Lending, LLC NMLS #2914

iServe Residential Lending, LLC NMLS #2914

51 - 200 employees

Founded 2004

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

iServe Residential Lending, LLC NMLS #2914 is a licensed residential mortgage lender based in San Diego, California that provides consumer mortgage products and services. The company offers purchase and refinance loan programs including conventional, FHA, VA, USDA, non‑QM and specialized/niche loans, and supports applicants with online applications, document uploads, mortgage calculators, and customer consultation services. iServe emphasizes customer service and operates offices reachable by phone and online resources.

📋 Description

• Support and grow the branch’s networks of mortgage broker and real estate agent partners • Manage an assigned book of broker accounts and territory • Oversee intake and fulfillment of Third-Party loans from submission through closing and funding • Educate broker and real estate partners on loan products, underwriting guidelines, pricing, and submission requirements • Provide wholesale pricing, lock support, and loan scenario guidance using company pricing and product tools • Escalate pricing exceptions and complex scenarios to the appropriate department • Monitor broker production, activity, trends, loan pipelines, and turn times to identify growth opportunities • Manage broker approval and onboarding, including reviewing applications, agreements, and credentials • Meet or exceed monthly funded volume, unit, and pull-through goals • Coordinate with processing, underwriting, closing, funding, branch, and corporate teams • Keep broker partners informed of conditions and milestones and resolve issues to keep loans on schedule • Coordinate product and program update sessions, partner events, lunch-and-learns, and networking mixers • Engage in business development and relationship-building activities outside the office • Track partner activity, leads, referrals, and follow-ups in the company CRM • Attend industry and community events to promote the iServe brand • Work with marketing to develop co-marketing materials and campaigns • Monitor competitor products, pricing, and market trends and share feedback with management • Refer consumer loan inquiries to licensed loan officers and avoid taking consumer loan applications or negotiating consumer rates or terms • Use marketing channels including social media and email campaigns • Maintain knowledge of rates, products, company policies, regulatory requirements, underwriting guidelines, company tools, and the Third-Party loan process • Perform other duties as assigned

🎯 Requirements

• Minimum one year of experience in sales, marketing, customer service or business development • Experience in wholesale or Third Party Origination (TPO) lending, account management, or loan processing/operations preferred • Basic knowledge of PCs and related Microsoft Office applications • Working knowledge of a loan origination system (LOS) and product and pricing engine (PPE) preferred • Ability to travel within the assigned territory • Some college coursework in business or finance preferred • Self-motivated with strong desire to succeed • Detail oriented with ability to multitask • Strong interpersonal and communication skills • Must be goal oriented • Professionalism and integrity are essential • Ability to read and interpret marketing materials, business correspondence, and company and departmental policies and procedures • Strong ability to communicate effectively to customers, vendors and employees of the company • Basic mathematical skills • Strong ability to apply common sense understanding to carry out instructions furnished in written or oral form • Ability to problem solve under a variety of situations and circumstances

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